FIN 301 (BASIC FINANCIAL MANAGEMENT) SPRING 2019 SYLLABUS Page 1 of 14

Finance 301

Section O1

Spring, 2019

Basic Financial Management

Actual Meeting Time:

ONLINE [TUESDAYS – WITH PRIOR ANNOUNCEMENTS] 08:30 PM – 10:30 PM

Since we will be operating on a virtual classroom set-up, the class time is

student dependent. Students are expected to log in to the Live classroom

for a discussion on a regular basis. The meeting dates and corresponding

times would be announced prior to every meeting. These sessions will be

archived (saved) for later viewing.

Official Catalog Time: 5:30 PM – 6:45 PM MW

Semester Duration: January 22, 2019 – May 17, 2019

Meeting Place: ONLINE

We will meet in the Companion BlackBoard site on Live Classroom

(Virtual BB Collaborate Classroom), and BlackBoard

Discussion Board.

HOMEWORK, QUIZZES, AND EXAMS: FRIDAYS (ONLINE)

Dr. Amitava

Chatterjee

Office: JHJ 325

Phone #: 713-313-7713

E-Mail:

amitava.chatterjee@tsu.edu

Office Hours:

MW: 02:30 PM – 04:00

PM, 05:30 PM – 07:00 PM

TRF: Online Office

Hour/Available via e-mail

And By Appointment

Methods of Contact:

Besides traditional

contact methods,

students are encouraged

to contact the instructor

through E-mail, using

the Chat Room, and

posting questions on the

BlackBoard Discussion

Board.

COURSE PREREQUISITE: ACCT 231, ACCT 232, AND ECON 231

Students without the prerequisites are not allowed to take this course and should drop immediately.

COURSE DESCRIPTION:

This course provides students an introduction to the concepts of financial markets; mathematics of

finance; the cost of capital and capital budgeting; security valuations; and international finance

COURSE OBJECTIVES:

1) To achieve a working mastery of the content given in the course description, especially present and

future value formulas, stock and bond valuation formulas, weighted average cost of capital calculation,

and capital budgeting processes.

2) To develop a common sense approach in making financial decisions.

3) To become familiar with the current events and ethical issues related to finance.

OVERALL COURSE OBJECTIVES:

A successful completion of this course will also allow students to acquire/enhance the following

strategic skills, such as

1) Critical Thinking and Problem-Solving Skills

2) Quantitative and Analytical Skills

3) Ethical Decision-Making Skills

FIN 301 (BASIC FINANCIAL MANAGEMENT) SPRING 2019 SYLLABUS Page 2 of 14

REQUIRED READING MATERIALS:

1) Textbook: Foundations of Finance, 9/E; Author(s): Keown, Arthur J. | Martin, John D. | Petty, J. W.,

Discipline(s): Finance Textbook ISBN-13: 9780134083285 Series: Description: MyFinanceLab with

Prebuilt Assignments for Foundations of Finance, 9/e by Arthur Keown, John Martin & William Petty

eText Link: http://www.mypearsonstore.com/bookstore/foundations-of-finance-

9780134083285?xid=PSED

Text Book Web Link: https://www.pearson.com/us/higher-education/product/Keown-Foundations-

of-Finance-9th-Edition/9780134083285.html?tab=order

Purchase of Texts: Students are expected to purchase textbook no later than the fourth class period.

Students who do not have the textbook will not be allowed to sit in the class after the 12th day of class.

2) Wall Street Journal (WSJ)

3) Class lectures on different topics that may be available to the students in power point presentation

format and extra handout in PDF and MS Word formats through the companion BlackBoard site.

RECOMMENDED MATERIALS:

1) BA II Plus [Texas Instruments (TI)] Finance Calculator.

I strongly recommend that you buy Texas Instruments: BA-II PLUS. This is about the cheapest

financial calculator in the market. A more sophisticated calculator is Texas Instrument, TI 83. If you

have to buy any other type, PLEASE TALK TO ME BEFORE YOU DO SO.

The financial calculator used in this course must include NPV and IRR functions. PRESENT

VALUE TABLES WILL NOT BE PERMITTED FOR CALCULATIONS IN THE CLASS.

Blackboard COMPANION WEBSITE:

The direct Blackboard website address to the course is as follows: https://texsu.blackboard.com/

The students need to go to the site and log in to obtain all the course materials posted there. The site

will be updated with new materials as frequently as it is necessary. The students need to log on to the

site on a regular basis. A current copy of the syllabus and links necessary for downloading plug-ins to

access all the course documents are also posted there for convenience.

Blackboard ACCESS PROCEDURE:

• TSU STUDENTS: The TSU Blackboard system has been successfully integrated with Banner. The

site is the same, but the login names and passwords have changed.

• TSU Bb course site: http://texsu.blackboard.com

• All users will be logging in with the following:

o login: last name + first initial + middle initial + last 4 # of the T-number

o password: Banner Pin number (which is the web for student’s login) – this is typically a

user's birthday (mm/dd/yy)

o If the user does not have a middle initial listed in the system, log in with the last name +

first initial +last 4 #s of the T-number.

o For example,

login: smithfm1234 OR smithf1234

password: 032671

FIN 301 (BASIC FINANCIAL MANAGEMENT) SPRING 2019 SYLLABUS Page 3 of 14

• If you are not able to log into Blackboard, you may not be listed in the Banner/Web for the Student

system. Make sure your registration information is properly posted with the Registrar. The Banner

system generates Bb users and controls Bb passwords and e-mail address changes.

• If you have successfully logged into Bb, you should see your courses listed on the Bb page.

• If a course taken by you is not listed in Bb, make sure that your instructor has made the course

available in the BlackBoard. When any change has been made in Banner, it will appear in

Blackboard

If you have any questions, contact the System Administrator for your area:

JHJ School of Business – Sameera Rizvi (Sameera.Rizvi@tsu.edu)

CLASS DISCUSSION TIME:

Classroom discussion will be devoted to highlighting important materials, demonstrating problem-

solving techniques, and discussing other environmental dynamics in the U.S. financial system. A

portion of that time will also be used to discuss questions and/or problems if they are of interest to the

majority of the students. It is assumed that you have read the assigned materials carefully BEFORE

your participation in the discussion.

Additional readings will be introduced in the discussion from time to time. Some of these discussions

will be current financial events in the economy. Students are encouraged to subscribe to the Wall Street

Journal and/or any other financial publication.

FINANCE TUTORING LAB:

The Finance Tutoring Lab resides in the School of Business and stays open during the weekdays. The

time and the venue of the Lab would be shared with the students at the beginning of each semester. The

students would be asked to attend the Tutoring Lab as a part of their Class Participation. The

Tutor(s) in the Lab would help students with their homework problems, understanding of the chapter

topics, exam and quiz preparations etc.

ONLINE (MYLAB/BLACKBOARD) QUIZZES AND HOMEWORK: (20 POINTS)

There are going to be multiple online quizzes and homework throughout the semester.

With prior notification, each chapter would periodically have one or more online quizzes and

homework. Students would be taking the quizzes on BlackBoard and chapter

homework on MyLab. Usually, the quizzes and homework will take place on Fridays. Each

student would be responsible to have access to a Black Board capable computer during the quiz time. The Computer Labs in JHJ School of Business have availability of the computers that can be utilized for the quizzes. Each Weekend quiz would be announced by Friday of that week. The quizzes will have 15 – 45 minutes of duration. The

length and the number of questions in each quiz would be determined by the topic(s) covered in that

quiz.

LOCKDOWN BROWSER BASED ONLINE EXAMS & QUIZZES & HOMEWORK

The exams and quizzes in this course require the use of LockDown Browser for online exams.

Please use the following steps to download LockDown Browser and take the exam.

FIN 301 (BASIC FINANCIAL MANAGEMENT) SPRING 2019 SYLLABUS Page 4 of 14

1. Watch this short video [https://www.youtube.com/watch?v=XuX8WoeAycs] to get a basic

understanding of LockDown Browser and the optional webcam feature (which may be required for some

exams).

2. Download and install LockDown Browser from this link:

[http://www.respondus.com/lockdown/download.php?id=147113771]

3. To take an online test, start LockDown Browser and navigate to the exam. (You won't be able to access

the exam with a standard web browser.) For additional details on using LockDown Browser, review

the Student Quick Start Guide (PDF).

4. Finally, when taking an online exam, follow these guidelines:

• Ensure you're in a location where you won't be interrupted

• Turn off all mobile devices, phones, etc.

• Clear your desk of all external materials — books, papers, other computers, or devices

• Remain at your desk or workstation for the duration of the test

• LockDown Browser will prevent you from accessing other websites or applications; you will be

unable to exit the test until all questions are completed and submitted.

FOR FURTHER QUESTIONS ON LOCKDOWN BROWSER, WATCH THE FOLLOWING VIDEO

https://www.youtube.com/watch?v=XuX8WoeAycs

ALEKS ACCOUNTING ASSIGNMENT (5 Points)

Due Date: MAY 01, 2019 (Wednesday)

Assessment and LEarning in Knowledge Spaces is a Web-based, artificially intelligent assessment

and learning system. ALEKS uses adaptive questioning to quickly and accurately determine exactly what a

student knows and doesn't know in a course. ALEKS then instructs the student on the topics she is most ready

to learn. As a student works through a course, ALEKS periodically reassesses the student to ensure that topics

learned are also retained. A student who shows a high level of mastery of an ALEKS course will be successful

in the actual course she is taking. THE FOLLOWING COURSE NEEDS TO BE COMPLETED BY THE

DUE DATE.

Principles of Accounting I - SP2019 / Accounting Cycle (Corporation)

Instructor: Dr. Raghavan [Dr. Chatterjee – Instructor]

FIVE PERCENT (5%) OF YOUR COURSE GRADE WOULD COME FROM SUCCESSFUL

COMPLETION OF ALEKS ACCOUNTING MODULE. [https://www.aleks.com/]. UPLOAD A COPY

OF YOUR COMPLETION DOCUMENT UNDER THE “ASSIGNMENT” – “ALEKS” FOLDER.

YOU ARE REQUIRED TO COMPLETE ALL THE AREAS AND ALL THE TOPICS UNDER EACH

AREA (A TOTAL OF 55 TOPICS.) PARTIAL COMPLETION WOULD EARN YOU

MINIMAL POINTS.

LOOK AT THE “PIE CHART” BELOW FOR CLARIFICATION. THE PIE CHART SHOULD BE COMPLETED, AND IT SHOULD SHOW THE COMPLETION OF ALL 55 TOPICS.

FIN 301 (BASIC FINANCIAL MANAGEMENT) SPRING 2019 SYLLABUS Page 5 of 14

DUPONT RESEARCH ANALYSIS REPORT AND PROJECT: (15 Points)

Due Date: MAY 01, 2019 (Wednesday)

The DuPont project (using the tools and techniques given in Chapters 3 and 4 of the textbook)

and its subsequent report (15-20 pages) are based on the Financial Ratio Analysis (Du Pont Chart

Analysis) of a company and its available current financial data. The students are required to evaluate the

company based on the trends in its financial ratios over time and evaluate them

against the industry standard (a major competitor). Details, including the selection of the

company (for time-series evaluation) and its competitor (for cross-section evaluation), will be discussed

throughout the semester. In general, the ratio analysis is done in the following steps:

• In writing, submit the name of the company (publicly traded) and the name of its

major competitor company within the first three weeks of classes for

approval.

o Select the company and its competitor you want to use for your Financial Management Project

and submit the company names to me ASAP. I will make sure that no two students select the

same companies. Therefore, sooner you provide the company names to me, more would be the

chances that I will allow you to keep the companies (i.e., nobody else has already selected those

companies). By the second week of the class, everybody will be required to select the company

and its competitor for analysis. The student will not be allowed to complete the project in the

course if the submissions with publicly-traded company names are not received by the

instructor by the deadline.

• Evaluate the company using the following ratios: Current Ratio, Quick Ratio, Cash Ratio, Days

Sales Outstanding, Inventory Turnover, Production Cycle, Accounts Receivables Turnover, Average

Collection Cycle, Accounts Payable Turnover, Average Payment Cycle, Cash Conversion Cycle,

Sales-to-Working Capital, Capital Intensity, Total Asset Turnover, Debt Ratio, Cash Coverage,

FIN 301 (BASIC FINANCIAL MANAGEMENT) SPRING 2019 SYLLABUS Page 6 of 14

Equity Ratio, Debt-to-Equity, Leverage Ratio, Times Interest Earned, Total Profit Margin, Operating

Profit Margin, Net Profit Margin, Operating Income Return on Asset, Return on Total Asset, Return

on Common Equity, Equity Multiplier, Price-Earnings, Price Earnings-to-Growth, Market-Value to

Book-Value, Dividend Payout, Retention Ratio, Dividend Yield Ratio, and Growth Rate.

• Use the ratio values to show performance trends (time-series analysis) of the company (at least

for five years).

• Find industry quartiles for each of the ratio and evaluate the company ratios against the industry

norm (a major competitor company) (cross-section analysis).

• Write the analysis of the company on each of the ratio areas (both time-series and cross-sectional

analyses).

• Use the web resources available to obtain information on both time-series and cross-section ratios.

A series of web addresses that also provide company financial and economic information are given

below.

▪ www.MergentOnline.com

• Remote access to http://www.mergentonline.com

o Username: finacct

o Password: rtlibrary

▪ http://finance.yahoo.com

▪ http://www.reuters.com/finance

▪ http://www.sec.gov

▪ http://www.moneycentral.com

▪ http://www.frb.org

▪ http://www.bloomberg.com

▪ http://www.census.gov/econ/

▪ http://www.stat-usa.gov/

▪ http://www.sba.gov

▪ http://www.aflcio.org/corporateamerica

▪ http://www.startupjournal.com

▪ http://www.careers-in-business.com

▪ http://www.fma.org

▪ http://www.irs.gov

▪ http://www.corpgov.net

▪ http://www.nysedata.com

▪ http://www.nasdaq.com

▪ http://www.federalreserve.gov

▪ http://stats.bls.gov

▪ http://www.investor.reuters.com

▪ http://www.moneyadvisor.com/calc

▪ http://www.kiplinger.com/calc/calchome.html

▪ http://www.standardandpoors.com

▪ http://www.bigchart.com

▪ http://www.dinkytown.net

▪ http://www.ibbotson.com

▪ http://www.financeadvisor.com/coc.htm

▪ http://www.tmpages.com

▪ http://www.sternstewart.com

• Make sure to attach all the relevant printouts such as ratios and financial statements (submit them as

attachments through the Assignment facility in the BlackBoard) you have obtained from various

web sources with your final write-up.

FIN 301 (BASIC FINANCIAL MANAGEMENT) SPRING 2019 SYLLABUS Page 7 of 14

• A report (15-20 pages) from this research is to be turned in by Due Date: MAY 01, 2019

(Wednesday). Details will be discussed throughout the semester.

• Use the Assignment facility in the BlackBoard to submit your DuPont Project.

• The report must be of professional quality in terms of format, typing, grammar, spelling, etc. Severe

grade reductions will result from failure to present a professional document. It is expected that there

will not be any misspelled words or typos. The following format should be used to prepare the

report:

1) Cover page 4) Company Ratio

Analysis 7) Bibliography

2) Abstract

5) Time series and

Cross-sectional

analysis of ratios

8) Appendix/Attachments

3) Company Introduction 6) Conclusion 9) EXCEL CALCULATIONS OF

THE RATIOS

10) APPROVAL E-MAIL

IMPORTANT PROJECT SUBMISSION INFORMATION

• Upload your PROJECT ANALYSIS as a word file and the PROJECT

CALCULATIONS as an excel document. You must complete your calculations in

excel using the EXCEL FORMULAS.

• You must UPLOAD MY APPROVAL E-MAIL on the selection of companies. A

screenshot of the e-mail can be uploaded as a valid document. I will not accept the

project if the two competitor companies do not have my prior approval.

• I use SAFE-ASSIGN to check for plagiarism in the project. DO NOT COPY any

materials from previous projects or from the internet. I will penalize heavily on

copied materials.

• A total of THREE documents MUST be uploaded:

o My approval e-mail on company selection.

o The project analysis as a word document.

o The project calculations as an excel document.

• You will receive a grade of “Zero” if you fail to upload ALL THE REQUIRED project

documents by the Due Date.

• The example projects on Blackboard do not cover all the project requirements. Review the

Syllabus for ALL THE PROJECT REQUIREMENTS.

Steps to Select Publicly-Traded Company and its Competitor

1. Go to https://finance.yahoo.com/.

2. From the top Menu options, click on “Industries” (https://finance.yahoo.com/industries).

3. Select an “Industry Sector” of your choice. [DO NOT SELECT “FINANCIAL INDUSTRY

SECTOR”].

FIN 301 (BASIC FINANCIAL MANAGEMENT) SPRING 2019 SYLLABUS Page 8 of 14

4. Select two competitive companies from the same industry sector and use the “Company

Symbols” to collect Company Data. [DO NOT SELECT ANY “FINANCIAL COMPANY”].

Accessing Mergent Online Financial Data

To access Mergent Online financial data,

1. First, log on to http://www.mergentonline.com

2. At the Welcome screen, click enter mergent online

3. At the Basic Search screen, select Company Name or Ticker Symbol for identifier and type in the

company name or ticker symbol in the search box below

4. At the Search Results screen, click on your company

5. At the Company Details screen, click on the appropriate tab to obtain financial data

a. For example, if you are using data directly out of the financial statements, click on Company

Financials to access Balance Sheet and Income Statement

b. For example, if you want competitor’s data, click on Competitors

c. For example, if you need data on selected ratios, click on Company Financial and then on Ratios

Note: YOU NEED TO PLAN FIRST (MUST HAVE A STRATEGY) BEFORE COLLECTING DATA.

To access industry (peer average) for your company

1. At the Company Details screen,

a. Click Create Reports

b. Click Comparison Reports

c. Click Compare Against Industry (you want to compare against industry)

2. At the Comparison Reporting Selection Screen

a. Select SIC (standard industrial classification – this is industry code for your firm)

b. Select Target country (USA) (you want US companies only)

c. Select all companies (you want to compare against all companies in the industry)

d. Check Use extended report items – a drop-down selection menu will appear

e. Select Ratios for Category and your ratio(s) for Sub-category.

f. Click on Add Report Item to put your ratio(s) in the criteria box

g. Check Include average in heading below the criteria box

h. Select which year(s)

i. Finally, CLICK on Create Report

Industry average and ratio values for your firm and all firms in the same SIC industry will appear on the

screen. You may download these data to Excel.

DUPONT RESEARCH PROJECT PRESENTATION (10 POINTS)

(YOUTUBE UPLOAD)

Due Date: MAY 01, 2019 (Monday)

Each STUDENT is required to make a Video Presentation of the Project. The following are

the requirements of the project,

1. The video presentation of the project MUST BE at least 15 minutes duration.

2. EACH STUDENT MUST BE VISIBLE IN THE VIDEO in presenting the project. I will grade

THE PRESENTATION ON ITS QUALITY, CONTENT, AND STYLE OF PRESENTATION.

3. THE EXCEL FILE AND/OR THE CORRESPONDING WORD DOCUMENT MUST BE

VISIBLE IN THE PRESENTATION.

FIN 301 (BASIC FINANCIAL MANAGEMENT) SPRING 2019 SYLLABUS Page 9 of 14

4. Each student should save the presentation as a *.mp4 file and upload the document to

YOUTUBE.

5. YOU MUST SET THE VIDEO PRIVACY SETTING AS “PUBLIC.” It must be available for

public search for plagiarism-checking-software.

6. YOU MUST UPLOAD THE YOUTUBE VIDEO WITH THE FOLLOWING NAME FORMAT.

Lastname-Firstname-TNUMBER-semester-year-FIN-xxx

EXAMPLE: Chatterjee-Amitava-T00389295-SPRING-2019-FIN-301

7. ONCE THE YOUTUBE VIDEO OF THE PRESENTATION IS AVAILABLE, share the link

with the instructor for review under “RESEARCH PROJECT PRESENTATION” –

“ASSIGNMENTS” folder in BlackBoard.

8. I will not accept an excuse that a wrong file is submitted. All student must make sure the correct

file is submitted in the correct section in ASSIGNMENTS. 9. The presentation MUST INCORPORATE the following parts,

a. Presentation of the main company and its competitor.

b. Presentation of the Ratio Calculations in the presentation (Using the EXCEL File.)

c. Presentation of the analysis of the Ratios (both Time-Series and Cross-Section.)

d. Concluding Remarks.

10. You will receive a grade of “Zero” if you fail to upload the presentation by the Due Date.

IMPORTANT VIDEO PRESENTATION SUBMISSION INFORMATION

• Each STUDENT is required to make a YOUTUBE Video Presentation of the Project.

• The video presentation of the project MUST BE at least 15 minutes duration.

• Each student MUST BE VISIBLE IN THE VIDEO in presenting the project. I will grade

THE PRESENTATION ON ITS QUALITY, CONTENT, AND STYLE OF PRESENTATION.

• Each student should save the presentation as a *.mp4 file and upload the document

to YOUTUBE.

• YOU MUST SET THE VIDEO PRIVACY SETTING AS “PUBLIC.” It must be

available for public search for plagiarism-checking-software.

• YOU MUST UPLOAD THE YOUTUBE VIDEO WITH THE FOLLOWING NAME FORMAT:

Lastname-Firstname-username-semester-year-FIN-xxx

EXAMPLE:

Chatterjee-Amitava- T00389295-SPRING-2019-FIN-301

• ONCE THE YOUTUBE VIDEO OF THE PRESENTATION IS AVAILABLE, share

the link with the instructor for review under “RESEARCH PROJECT

PRESENTATION” – “ASSIGNMENTS” folder in BlackBoard.

• I will not accept an excuse that a wrong file is submitted. All student must make sure

the correct file is submitted in the correct section in ASSIGNMENTS.

• The presentation MUST INCORPORATE the following parts, o Presentation of the main company and its competitor.

FIN 301 (BASIC FINANCIAL MANAGEMENT) SPRING 2019 SYLLABUS Page 10 of 14

o Presentation of the Ratio Calculations (Using the EXCEL File.) o Presentation of the analysis of the Ratios (both Time-Series and Cross-

Section.) o Concluding Remarks.

You will receive a grade of “Zero” if you fail to upload the PRESENTATION LINK by the

Due Date.

SAFEASSIGN ENABLED CLASS PROJECT

The class project in this course is required to be submitted through SafeAssign. SafeAssign is a

plagiarism prevention tool that detects unoriginal content in papers by identifying areas of

overlap between submitted assignments and existing works. Submitting an Assignment which has

SafeAssign enabled is similar to submitting a regular Blackboard assignment, but there are unique

features and characteristics of SafeAssign to be aware of.

The Steps to Submit SafeAssign Enabled Assignments:

1. From the Course Menu, select the Content Area that holds the assignment, for example,

"Assessments"

2. Click the title of the assignment

3. On the Upload Assignment page, click Browse My Computer and select a file to attach. (Optional:

Enter comments to your instructor about the submission or assignment.)

4. Click Submit.

View the SafeAssign Originality Report

1. To view your submission and/or view your SafeAssign Originality Report, click the title of the

assignment.

2. On the following page, click the SafeAssign link.

3. Next, click the View Originality Report button.

FOR FURTHER QUESTIONS ON SAFEASSIGN, WATCH THE FOLLOWING VIDEO

https://www.youtube.com/watch?v=WIkrupudGPU

EVALUATION AND GRADING STANDARDS:

1) Each of the four regular exams accounts for 12.5 points (a total of 50 points with a maximum of 37.5

points to be counted towards final grade).

2) The Comprehensive Final Exam is accounted for 12.5 points.

3) Weekly Online Quizzes and Homework account for 20 points.

4) ALEKS Accounting Assignment accounts for 5 points.

5) The report on financial ratio analysis of a company is worth 15 points.

6) The video presentation on financial ratio analysis of a company is worth 10 points.

7) Attendance, preparation, participation in the classroom discussion, finance tutorial lab participation,

punctuality, and attention ARE REQUIRED.

8) There will be four tests and a Comprehensive Final Exam. All students have the option of dropping one

of the first three tests but not test 4. There will be no make-up test. Students who miss a test will have

FIN 301 (BASIC FINANCIAL MANAGEMENT) SPRING 2019 SYLLABUS Page 11 of 14

the missed test count as their dropped test (except test 4). If a student misses more than one regular test, the Comprehensive Final Exam will be counted twice towards his/her final grade with valid and documented reason. Missing more than one regular test without any documented reason would not allow the students to use the Comprehensive Final Exam to be counted twice.

9) It is mandatory for all the students to take the final exam.

Class Exams (A total of Three Exams out of Four Regular Exams) + Final Exam 50 points

Online Quizzes and Homework 20 points

ALEKS Accounting Assignment 05 points

Research (Du Pont Project) (at least 15-20 Pages) 15 points

Project Presentation (at least 15 minutes) 10 points

Total 100 points

GRADING SCALE:

Percentage Letter Grade Percentage Letter Grade

90-100 A 70-73 C

87-89 A- 67-69 C-

84-86 B+ 64-66 D+

80-83 B 60-63 D

77-79 B- 57-59 D-

74-76 C+ 0-56 F

STANDARD POLICIES:

1) NO make-up tests and quizzes are given except those who miss the final exam due to

documented emergencies.

2) Attendance is REQUIRED. All students are expected to attend every class and a record of

attendance will be kept. Excused absence may be granted for university-authorized activities,

government obligation, personal injury or personal and immediate family emergency. The instructor

will give approval for excused absences after appropriate and satisfactory documentation accompanies a

written request.

3) Students cannot share calculators during exams. Each student is required to have his/her own

calculator.

4) NO ACTIVE CELL PHONES IN CLASS. The telephone/pager of students MUST not ring during a

class/test session. If a student fails to turn the phone off, he/she will be asked to leave the class for the

day and the student will be counted absent.

5) NOBODY IS ALLOWED TO EAT/DRINK IN CLASS.

6) ONLY REGISTERED STUDENTS ENROLLED IN THIS COURSE ARE ALLOWED IN THE

CLASSROOM.

7) Turning assignments late for extreme circumstances MUST be prearranged. In all other

circumstances, late submission will be penalized for 1% (out of the final grade of 100%) for each day

the report is past due.

8) With the exception of a few important concepts that will be included in subsequent tests, the regular

tests are non-cumulative.

9) Students will have one week following an exam to review and to comment concerning grading.

10) Incomplete grades are not given except under severe cases approved in advance of the final exam.

11) It is the student’s responsibility to obtain all information from a missed class period. This includes any

announced changes in exam dates, etc.

FIN 301 (BASIC FINANCIAL MANAGEMENT) SPRING 2019 SYLLABUS Page 12 of 14

12) For the benefit of everyone, students are expected to ATTEND class on time, stay the whole time, and

pay attention to the class discussion.

13) Childcare for Students’ Child/Children while the Parents are in Class: Texas Southern University (TSU)

has a Center on the Family. For more information contact: Mary Hawkins, Co-Coordinator or Eva

Wooten, Co-Coordinator 713 313-7897. Rather than leaving a student’s child/children unattended

(while the student is in class) in TSU hallways, lounges, or otherwise vacant classrooms, please contact

the office. TSU is eager to provide a safe learning environment for all of its students–both current and

future.

14) If a student requires accommodation for a disability (physical, learning or otherwise), he/she should

contact the Office for Disabled Student Services at 713-313-4210. The Texas Southern University

(TSU) complies with non-discriminatory policies for students with disabilities under the guidelines of

the Americans with Disabilities Act (ADA) of 1990, the ADA Amendment Act of 2008, and the

Rehabilitation Act of 1973 (Section 504). These Acts mandate equal opportunities for qualified

individuals with disabilities in higher education public facilities, programs, activities, and services.

Under these federal guidelines the University is required to protect the civil rights of students with

disabilities; maintain the student’s confidentiality and provide reasonable academic

accommodations/auxiliary aids to students with documented disabilities. Any student who may need

accommodations based on the impact of a disability should contact the Office of Disability Services

(ODS) at 713-313-4210. The ODS is located in the Student Health Center, room 140. Once the

instructor receives a letter from the Office outlining need-specific accommodations, fair procedures will

be implemented that is targeted to the student’s learning requirement(s).

15) The instructor reserves the right to CHANGE/MODIFY the syllabus during the semester if the

situation calls for such action.

AVAILABILITY OF CURRENT SEMESTER SCHEDULE/LAST DAY TO DROP:

Texas Southern University Course Selection Bulletin, Spring 2019 (http://em.tsu.edu)

a. This document contains courses scheduled for Spring 2019, near the front to near the back

b. Spring 2019 Academic Calendar, near the front

c. Final Examination Schedule, near the back

Last day to drop classes or withdraw from school with grades of W: APRIL 12, 2019

• It is the responsibility of the STUDENT to drop the course before the drop date (04/12/2019). The

faculty is not responsible for dropping students who suspend class attendance.

CLASS SCHEDULE:

• QUIZZES AND HOMEWORK – FRIDAY OF EVERY WEEK [12:01 AM – 11:59 PM]

• EXAMS – ONLY ON FRIDAYS [12:01 AM – 11:59 PM]

• NO QUIZ AND HOMEWORK ON EXAM WEEK

FIN 301 (BASIC FINANCIAL MANAGEMENT) SPRING 2019 SYLLABUS Page 13 of 14

Date Topics Chapter

WEEK 1

WEEK 2

Course Outline, Company analysis, and

Introduction to the Foundation of Financial Management

• The Goal of the Firm

• Five Principles that form the Foundations of Finance

• The Role of Finance in Business

• The Legal Form of Business Organization

• Finance and the Multinational Firm

1

WEEK 2

WEEK 3

The Financial Markets and Interest Rates

• The Movement of Funds Through the Economy

• Selling Securities to the Public

• Rates of Returns in the Financial Markets

• Interest Rate Determinants

2

WEEK 4

WEEK 5

Financial Statements

[Du Pont Project Reference Chapter]

• The Income Statement and The Balance Sheet

• Measuring Cash Flows

• GAAP and IFRS

• Limitations of Financial Statements and Accounting Malpractice

• Computing Free Cash flows and Financing Cash flows

• End-of-Chapter Problems

3

WEEK 5

WEEK 6

Evaluating a Firm’s Financial Performance

[Du Pont Project Reference Chapter]

• Measuring Key Financial Relationships

• Financial Ratios: Liquidity, Financial Leverage, Asset

Management, Profitability, and Market Value Ratios; DuPont

Analysis

• Cash Conversion Cycle

• External Uses of Financial Statements and Industry Averages

• The Limitations of Financial Ratio Analysis

• End-of-Chapter Problems

(Additional problems may also be assigned)

4

CHAPTERS 1, 2,

3, AND 4 Exam 1 (12.5 Points)

WEEK 7

WEEK 8

The Time Value of Money

• Future Value and Compounding Interest

• Present Value and Discounting

• Application of the Time Value of Money Equation

• The Rule of 72

• Future Value of Multiple Payments and Annuity Streams

• Present Value of an Annuity

• Annuity Due and Perpetuity

• Making Interest Rates Comparable

• The Present Value of an Uneven Stream

• Three Loan Payment Methods and Amortization Schedules

• Ten Important Points about TVM

• End-of-Chapter Problems

(Additional problems may also be assigned)

5

FIN 301 (BASIC FINANCIAL MANAGEMENT) SPRING 2019 SYLLABUS Page 14 of 14

Date Topics Chapter

CHAPTER 5 Exam 2 (12.5 Points)

WEEK 9

WEEK 10

The Measuring and Measurement of Risk and Return

• Expected Return Defined and Measured

• Risk Defined and Measured

• Rates of Return: The Investor’s Experience

• Risk and Diversification

• The Investor’s Required Rate of Return

• End-of-Chapter Problems

6

WEEK 10

WEEK 11

The Valuation and Characteristics of Bonds

• Types of Bonds

• Terminology and Characteristics of Bond

• Defining Value and the Factors that Determine the Value

• Valuation: The Basic Process

• Valuing Bonds and Bond Yields

• Bond Valuation: Three Important Relationships

• End-of-Chapter Problems

7

WEEK 11

WEEK 12

The Valuation and Characteristics of Stock

• Preferred Stock and Valuing Preferred Stock

• Common Stock and Valuing Common Stock

• The Expected Rate of Return of Stockholders

• End-of-Chapter Problems

8

CHAPTERS

6, 7, AND 8 Exam 3 (12.5 Points)

WEEK 13

WEEK 14

The Cost of Capital

• The Cost of Capital: Key Definitions and Concepts

• Determining the Costs of the Individual Sources of Capital

• The Weighted Average Cost of Capital

• Calculating Divisional Costs of Capital

• End-of-Chapter Problems

9

MAY 01, 2019 Du Pont Analysis Research Project Due Du Pont Research Project Presentation Due ALEKS Accounting Assignment Due

WEEK 14

WEEK 15

Capital Budgeting Techniques and Practice

• Finding Profitable Projects

• Capital Budgeting Decision Criteria

• Capital Rationing

• Ranking Mutually Exclusive Projects

• End-of-Chapter Problems

10

CHAPTERS

9 AND 10 Exam 4 (12.5 Points)

Comprehensive Final Exam (12.5 Points) (Per the final exam schedule published in Spring 2019 Course Selection

Bulletin) Final Exam Period: May 11 – May 16, 2019